Growth is a top theme at this stage of the earnings season. FactSet VP Senior Earnings Analyst John Butters discusses the continued climb of the S&P 500 Q3 earnings growth rate, company beats, sector performance, net profit margin (near record-high levels), and EPS estimates for the next three quarters. John also highlights the number of earnings-call mentions of tariffs, uncertainty, and government shutdown. Recorded November 5 at 12:00 pm ET. Listen on Apple Podcasts or Spotify.
All chart data as of Oct. 31, 2025:
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Insight/2025/11.2025/11.05.2025_Q3%20earnings%20podcast/04-percent-of-sp500-comanies-citing-topics-on-earnings-calls-q3-vs-q2.png?width=1034&height=752&name=04-percent-of-sp500-comanies-citing-topics-on-earnings-calls-q3-vs-q2.png)
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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.
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